2023 Form 5500 filing — Community Action Marin 403(B) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241012060609NAL0011620995001) for Community Action Marin 403(B) Plan, reported by Community Action Marin under EIN 94-6136365 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,450,769
Participants254
Provider compensation$24.1K3 Schedule C row(s)$24,119
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012060609NAL0011620995001
Plan sponsor
Community Action Marin
EIN
94-6136365
Plan number
001
Location
San Rafael, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$851.4K
Total expenses$241.9K
Benefits paid / distributions$217.8K
Contributions
Employer$42K
Participant$252.2K
Full reported line items
Total assets (EOY)
$3,450,769
Total liabilities (EOY)
$0
Net assets (EOY)
$3,450,769
Employer contributions
$42,029
Participant contributions
$252,191
Total income / additions
$851,401
Benefits paid
$217,762
Administrative expenses
$24,119
Total expenses
$241,881
Net increase / (decrease)
$609,520
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $12K
  2. 2
    RECORDKEEPER · Direct $10.9K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $1.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012060609NAL0011620995001 cover?
It is the 2023 Form 5500 filing for Community Action Marin 403(B) Plan, reported by Community Action Marin (EIN 94-6136365).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages